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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-24 |
Branch Locations
12348 High Bluff Drive Ste 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Relionce Solar | Chula Vista | CA | 06/2021 | 09/2022 |
| Doordash Inc. | Chula Vista | CA | 10/2022 | 08/2025 |
| Mercer Global Advisors | San Diego | CA | 02/2026 | 06/2026 |
| Castle Park High School | Chula Vista | CA | 06/2016 | 06/2018 |
| Southwestern College | Chula Vista | CA | 08/2018 | 06/2023 |
| San Diego State University | San Diego | CA | 08/2023 | 06/2026 |
| Stratos Wealth Parners, Ltd. | San Diego | CA | 06/2026 | Present |
1. 06/2026 - Stratos Private Wealth (DBA for Stratos Business) - Inv Related - At reported location(s) - Paraplanner - Number of hours devoted/during business hours: 160
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-09 |
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